Video #1:  How does DSIP work ?

DSIP - Historical Performance thru 06-30-2017

DSIP - Rolling Performance Thru 06-30-2017

DSIP - Concept Review


Video #2: How does FGP utilize the DSIP List?  

 

 

As a Fundamental Choice portfolio manager, Jerry Goodman created and manages the Flexible Growth Portfolios (FGP).  For Its core investment strategy, FGP utilizes the DSIP List (shown above) for identifying large well-establizhed companies with the potential for capital gains and for raising their dividends.  

FGP also has three of its four portfolios that are tactically managed for clients who want to take a more 'active' approach to money management.  This can be vastly different than the 'buy-and-hold' philosophy used by many investors.

To 'buy-and-hold' typically means staying invested in financial markets all of the time, with the expectation, in theory, of achieving the same returns as the market.  And the modest returns, if any, that some equity markets have experienced over the last decade have caused many to 're-think' the merits of passive investing.

Please contact us for addtional information or with any questions.


If you want to compare your investment performance to the DSIP List, but are not sure about your Risk and Return statistics, we can prepare a complimentary analysis from your statements.

Click here to view a sample of the analysis. 

 

 

FGP - Fundamental Choice Platform

Guide to: Investment Advisory and Brokerage Services

Advisory Services Disclosure Document

*The Flexible Growth Portfolios are managed within the Fundamental Choice  program of Wells Fargo Advisors.  The Fundamental Choice program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Advisory Disclosure Document  for a full description of our services.  The minimum account size for this program is $50,000.

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